We are thrilled to announce that we have begun migrating customers to the Balance V4 platform in May 2024. This platform is designed to elevate your fund management experience to new heights. Our team has been hard at work to bring you a host of enhancements that will streamline your workflow, improve data accuracy, and provide you with actionable insights to drive informed decision-making.

Here's are some of the exciting features and improvements you can expect:

1. Updated Interface: Our revamped interface offers a more intuitive and user-friendly experience, making it easier than ever to navigate through the platform and access the information you need.
2. Effortless Fund Management: With our updated interface, you'll enjoy a seamless and effortless fund management experience, allowing you to allocate resources more efficiently and track fund performance with precision.
3. Improved Import Process: We understand the importance of data integration, which is why we've enhanced our import process to ensure smooth and accurate data migration. Spend less time on data entry and more time on strategic initiatives.
4. New Reporting Capabilities: Gain deeper insights into your financial performance with our new and improved reporting features. From customizable dashboards to advanced analytics, you'll have access to the information you need to make informed decisions and drive business growth.

Please see the attached video for an overview of the new Balance V4 platform.

 

We are sending communications to each organization as this migration occurs. Users will be provided with a new URL to access the Balance V4 platform and instructions for accessing the platform for the first time.

 

Please reach out to support.balance@evertue.com with any questions.